Phoenix Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Buy |
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|
2025
Q1 | $140M | Buy |
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|
2024
Q4 | $140M | Buy |
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|
2024
Q3 | $124M | Buy |
|
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|
2024
Q2 | $70.2M | Buy |
|
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|
2024
Q1 | $52.7M | Buy |
|
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|
2023
Q4 | $45.4M | Buy |
|
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|
2023
Q3 | $36.1M | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $62.2M | Buy |
|
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|
2022
Q4 | $46.4M | Buy |
|
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|
2022
Q3 | $40.7M | Buy |
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|
2022
Q2 | $11M | Buy |
|
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|
2022
Q1 | $11.9M | Buy |
|
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|
2021
Q4 | $6.36M | Sell |
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|
2021
Q3 | $11.9M | Sell |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $13.6M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $329K | Buy |
|